+267.0%
RTX vs IONS
-36.2%
+303.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.0% |
| 7D | +3.4% | -29.6% | +33.0% | +7.9% |
| 30D | +8.4% | -35.6% | +43.9% | +14.5% |
| 3M | -10.7% | -51.7% | +41.0% | -1.7% |
| 6M | +11.7% | -64.0% | +75.7% | +27.4% |
| YTD | +9.3% | -65.5% | +74.8% | +25.3% |
| 1Y | +13.3% | -62.4% | +75.7% | +28.1% |
| 3Y | +156.1% | -41.1% | +197.2% | +160.9% |
| 5Y | +148.5% | -16.5% | +165.0% | +129.0% |
| All | +267.0% | -36.2% | +303.2% | +255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling